2024-11-08T15:35:00-06:00 2023-12-31 463330935 AVENSON HAMANN CPAS LLP 7421 BURNET ROAD 522 AUSTIN TX 78757 990 2023-01-01 571230153 PHYSICIANS ADVOCACY INSTITUTE INC PHYS 3125437955 401 W 15TH ST 10TH FLOOR AUSTIN TX 78701 KELLY KENNEY CEO 3125437955 2024-11-08 1 1 CATHERINE AVENSON P01259734 5126939131 2023 2024-10-15 13:58:12Z DUSTIN CORCORAN 401 W 15TH ST 10TH FLOOR AUSTIN TX 78701 4365727 0 X N/A X 2006 TX PAI WAS CREATED TO MONITOR COMPLIANCE WITH THE FEDERALLY-MANDATED SETTLEMENTS REACHED WITH NATIONAL FOR-PROFIT HEALTH INSURERS AND TO DEVELOP PROJECTS AND TOOLS FOR THE FUTURE THAT GUARANTEE THE VIABILITY OF PHYSICIANS' MEDICAL PRACTICES AND THE ABILITY OF PHYSICIANS TO DELIVER QUALITY PATIENT CARE. 10 10 1 0 0 0 0 0 0 0 1094731 1335676 0 0 1094731 1335676 0 0 0 0 472816 488062 0 0 0 1247314 1303402 1720130 1791464 -625399 -455788 9122082 8588369 31716 36731 9090366 8551638 X PAI WAS CREATED TO MONITOR COMPLIANCE WITH THE FEDERALLY-MANDATED SETTLEMENTS REACHED WITH NATIONAL FOR-PROFIT HEALTH INSURERS AND TO DEVELOP PROJECTS AND TOOLS FOR THE FUTURE THAT GUARANTEE THE VIABILITY OF PHYSICIANS' MEDICAL PRACTICES AND THE ABILITY OF PHYSICIANS TO DELIVER QUALITY PATIENT CARE. 0 0 PAI WAS CREATED TO MONITOR COMPLIANCE WITH THE FEDERALLY-MANDATED SETTLEMENTS REACHED WITH NATIONAL FOR-PROFIT HEALTH INSURERS AND TO DEVELOP PROJECTS AND TOOLS FOR THE FUTURE THAT GUARANTEE THE VIABILITY OF PHYSICIANS' MEDICAL PRACTICES AND THE ABILITY OF PHYSICIANS TO DELIVER QUALITY PATIENT CARE. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 3125437955 401 W 15TH ST 10TH FLOOR AUSTIN TX 78701 DUSTIN CORCORAN PRESIDENT 1.00 X X 12000 0 0 PHILIP SCHUH DIRECTOR 1.00 X 4500 0 0 CHARLES B SHANE DIRECTOR 1.00 X 4000 0 0 MICHAEL J DARROUZET VICE PRESIDENT 1.00 X X 0 0 0 RICHELE TAYLOR SECRETARY 1.00 X X 8000 0 0 HURSHELL E BAGGETT JR TREASURER 1.00 X X 8000 0 0 RUSS MILLER DIRECTOR 1.00 X 6000 0 0 AMY REYNOLDSON DIRECTOR 1.00 X 8000 0 0 JEREMY BONFINI DIRECTOR 1.00 X 8000 0 0 LAYNE GAKOS DIRECTOR 1.00 X 0 0 0 TROY OESCHNER DIRECTOR 1.00 X 0 0 0 KELLY KENNEY EXECUTIVE DIRECTOR 40.00 X 377706 0 36271 436206 0 36271 1 0 1 0 HEALTHSPERIEN 129 PENNSYLVANIA AVE NW SUITE 1175 WASHINGTON DC 20004 ADVOCACY 246467 TEXAS MEDICAL ASSOCIATION 401 W 15TH ST AUSTIN TX 78701 FINANCE AND MANAGEMENT 175918 CAPITOL COUNSEL LLC 700 13TH STREET NW WASHINGTON DC 20005 ADVOCACY 175659 MCK CONSULTING LLC 10 PEQUOT CT MONROE CT 06468 ADVOCACY 155475 STATE FEDERAL STRATEGIES 410 NORTH BOYLAN AVE SUITE 09 RALEIGH NC 27603 ADVOCACY 124800 5 243417 243417 4122310 3030051 1092259 1092259 1092259 1335676 0 0 1335676 X 472477 15585 45312 16535 16955 889137 9986 1937 61954 33720 15972 FINANCE SERVICE CONTRAC 165672 MEMBERSHIP DUES 43750 BANK FEES 2472 1791464 462295 137993 25873 14690 52899 42420 876513 203928 7704502 8189338 9122082 8588369 31716 36731 31716 36731 X 9090366 8551638 9090366 8551638 9122082 8588369 -455788 -82940 0 X 0 1 X 1 0 0 0 1 60737 60737 PART III-B NO MEMBERSHIP DUES, ASSESSMENTS, OR SIMILAR AMOUNTS ARE COLLECTED. 0 ISHARES S&P MIDCAP 400 INDEX 586449 F METROPOLITAN WEST TOT RET BD I 1750555 F PIMCO INCOME INST 1122359 F ISHARES CORE S&P 500 ETF 2480810 F ISHARES CORE S&P SMALL CAP 439170 F FEDERATED HERMES GOVT 1809995 F 8189338 X 1235781 -82940 -82940 1318721 16955 16955 1335676 1774509 0 1774509 16955 16955 1791464 PART X, LINE 2: PAI ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH ASC 740, INCOME TAXES. PAI ACCOUNTS FOR UNCERTAIN TAX POSITIONS BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD FOR THE RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS, WHICH INCLUDES THE ACCOUNTING FOR INTEREST AND PENALTIES RELATING TO TAX POSITIONS. PAI DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM ITS TAX POSITIONS AT DECEMBER 31, 2023. X X 0 0 0 KELLY KENNEY EXECUTIVE DIRECTOR 377706 0 0 0 0 0 36271 0 0 0 413977 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE MANAGEMENT TEAM AND MADE AVAILABLE TO BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICT OF INTERESTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE CEO'S SALARY ANNUALLY TO MAKE COST OF LIVING ADJUSTMENTS AND BONUS DECISIONS. THE BOARD APPROVED THE CEO'S SALARY BASED ON THEIR FAMILIARITY WITH TYPICAL PAY RANGES IN THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS 629,137. MACRA CONSULTANTS 240,000. SOCIETY PAYMENTS IN LIEU OF BOARD STIPENDS 20,000.